Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 4.18%
2 HEAL 4.18%
3 BKIV 3.55%
4 FDHT 2.40%
5 XHE 2.05%
6 HTEC 1.65%
7 EKG 1.63%
8 GDOC 1.52%
9 ROBO 1.36%
10 FRTY 1.33%
11 LGHT 1.31%
12 MMSC 1.12%
13 FMED 0.91%
14 SCDS 0.91%
15 MEDI 0.84%
16 KOMP 0.72%
17 FYC 0.64%
18 IHI 0.61%
19 HART 0.56%
20 BTEC 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.24M (10.19%) 127.47K
Increased by +3.94%
Jun 30, 25
2 Sands Capital Management, LLC 2.92M (9.18%) -100.68K
Decreased by -3.45%
Jun 30, 25
3 Artisan Partners Limited Partnership 2.74M (8.63%) -73.44K
Decreased by -2.68%
Jun 30, 25
4 BlackRock Inc 2.70M (8.52%) -25.51K
Decreased by -0.94%
Mar 31, 25
5 Capital Research Global Investors 1.51M (4.75%) -695.76K
Decreased by -46.17%
Jun 30, 25
6 AllianceBernstein L.P. 1.21M (3.82%) -55.42K
Decreased by -4.57%
Sep 30, 24
7 Mackenzie Investments 1.16M (3.64%) -1.61M
Decreased by -139.10%
Mar 31, 25
8 Holocene Advisors, LP 1.04M (3.28%) 124.02K
Increased by +11.89%
Jun 30, 24
9 State Street Corp 917.69K (2.89%) -31.09K
Decreased by -3.39%
Mar 31, 25
10 BNP Paribas Investment Partners SA 879.82K (2.77%) -20.30K
Decreased by -2.31%
Mar 31, 25
11 LTS One Management LP 774.75K (2.44%) -130.25K
Decreased by -16.81%
Sep 30, 23
12 State Street Corporation 769.23K (2.42%) -8.29K
Decreased by -1.08%
Mar 31, 24
13 Geode Capital Management, LLC 750.37K (2.36%) 18.90K
Increased by +2.52%
Mar 31, 25
14 Eventide Asset Management, LLC 740.06K (2.33%) 652.00
Increased by +0.09%
Mar 31, 25
15 Blair William & Co 739.33K (2.33%) -50.67K
Decreased by -6.85%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 709.01K (2.23%) 338.82K
Increased by +47.79%
Jun 30, 24
17 Amvescap Plc. 685.72K (2.16%) 101.72K
Increased by +14.83%
Jun 30, 24
18 Champlain Investment Partners, LLC 661.23K (2.08%) -161.56K
Decreased by -24.43%
Jun 30, 25
19 Westfield Capital Management Company, L.P. 617.08K (1.94%) -148.18K
Decreased by -24.01%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 607.65K (1.91%) -295.43K
Decreased by -48.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.65M (8.35%) -96.08K
Decreased by -3.63%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.25%) 27.76K
Increased by +2.69%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.01M (3.17%) 68.62K
Increased by +6.81%
Sep 30, 24
4 Canada Life US Small-Mid Cap Growth A 1.00M (3.16%) -41.02K
Decreased by -4.09%
Jan 31, 25
5 American Funds SMALLCAP World A 793.70K (2.50%) -700.00K
Decreased by -88.19%
Jun 30, 25
6 Vanguard Small Cap Index 780.57K (2.46%) -12.01K
Decreased by -1.54%
Jun 30, 25
7 iShares Russell 2000 ETF 751.12K (2.37%) -14.28K
Decreased by -1.90%
Jul 31, 25
8 American Funds New Economy A 625.22K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group New Economy Comp 625.22K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
10 Artisan Mid Cap Investor 623.38K (1.96%) -28.10K
Decreased by -4.51%
Jun 30, 25
11 Artisan U.S. Mid-Cap Growth 623.38K (1.96%) -28.10K
Decreased by -4.51%
Jun 30, 25
12 Sands Capital Global Growth A USD Acc 600.55K (1.89%) -10.27K
Decreased by -1.71%
Jun 30, 25
13 Canada Life US Small-Mid Cap Growth F 582.71K (1.84%) -224.14K
Decreased by -38.47%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 492.23K (1.55%) 4.58K
Increased by +0.93%
Jun 30, 25
15 Eventide Gilead N 464.25K (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 437.37K (1.38%) 1.25K
Increased by +0.29%
Jun 30, 25
17 Bridge Builder Small/Mid Cap Growth 431.54K (1.36%) -36.45K
Decreased by -8.45%
Jul 31, 25
18 JPM Global Healthcare C (acc) USD 419.61K (1.32%) 0.00
Increased by 0.00%
Jan 31, 24
19 CS (Lux) Digital Health Equity SB USD 415.00K (1.31%) 0.00
Increased by 0.00%
Feb 29, 24
20 Stephens SMID Select Growth 399.41K (1.26%) 25.49K
Increased by +6.38%
Jun 30, 25